Further Reading
Learn more about your areas of interest.
Click on any of these topics:
Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Christians Celebrate Planned Giving
Religious Americans give more money to charity than their secular neighbors. (Shutterstock) The most generous country on earth hasn’t...
Accounting for Your Financial Plan
If income exceeds expenses, you are saving, but if expenses exceed income, you must be begging, borrowing or stealing. (Shutterstock) “In the...
Divorce Planning Challenges
Financial challenges are likely to increase for most post-divorces. (Shutterstock) Stable marriages finance families; financial disputes disrupt....
Getting Drunk on Debt
Haunted by debt, Sally stands against a bottle of financial troubles. Her night of spending without a thought catches up, as rising bills loom....
Navigating Long-term Care: Hazards and Strategies
Crystal Dunniway manages a charitable home in Scotts Valley for older disabled men, known as The Assisted Living Project. It keeps residents out of...
Can’t Pay the IRS?
Immediate payment makes the IRS go away, but some qualify for one-time penalty abatement or innocent spouse relief. (Shutterstock)What happens if...
Get in Touch
Schedule your free consultation.